agency-dashboard

这段内容是审核时保存的快照。外部来源才是完整且最新的版本。

---
name: agency-dashboard
description: "Portfolio-level agency dashboard aggregating health metrics across all client brands — campaign status, budget pacing, KPI attainment, team utilization. Use when reviewing cross-brand portfolio health, preparing for agency leadership standups, or getting a single-view snapshot of all client accounts."
user-invocable: true
triggers:
  - agency portfolio dashboard
  - cross-brand campaign status
  - budget pacing all clients
  - agency KPI overview
  - portfolio health check
  - multi-client dashboard
  - agency team utilization
  - overview of all client accounts
---

# /digital-marketing-pro:agency-dashboard

## Purpose

Generate a portfolio-level dashboard aggregating health metrics across ALL client brands. Shows campaign activity, budget pacing, KPI attainment, content pipeline, and team utilization at a glance — giving agency leadership a single view of operational health without opening each account individually. Designed for daily standups, weekly agency reviews, or on-demand health checks.

## Input Required

The user must provide (or will be prompted for):

- **Dashboard scope**: All brands or a specific list of brand slugs to include in the portfolio view
- **Time period**: Current week, month, or quarter — determines the pacing calculations and comparison windows
- **Detail level**: Summary (top-line health scores per client) or detailed (campaign-level breakdowns per client with individual campaign metrics)
- **Sort/filter preferences**: Sort clients by health score, spend, revenue, or alphabetical — and optionally filter to only at-risk (amber/red) accounts
- **Team filter (optional)**: Filter by account lead or team pod if the agency has multiple pods managing different client sets
- **Comparison baseline (optional)**: Compare current period against prior period, same period last year, or plan/target — defaults to prior period
- **Alert threshold overrides (optional)**: Custom thresholds for performance drop alerts or budget pacing tolerance — defaults to 20% performance drop and 10% pacing variance
- **Export format (optional)**: Whether to output as markdown, Google Sheets, or Slack message — defaults to markdown

## Process

1. **Load brand context**: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. Also check for guidelines at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.
2. **Enumerate all brands**: Scan `~/.claude-marketing/brands/` for all configured brand directories (excluding `_active-brand.json`). For each brand, load `profile.json` to get client name, industry, engagement type, contract dates, assigned team members, and KPI targets
3. **Pull campaign data per brand**: For each brand in scope, run `python "${CLAUDE_PLUGIN_ROOT}/scripts/campaign-tracker.py" --brand {slug} --action list-campaigns` to retrieve active campaigns, statuses, budgets, and objectives (use `--action get-campaign --id {id}` for a single campaign's detail)
4. **Pull execution status per brand**: For each brand, run `python "${CLAUDE_PLUGIN_ROOT}/scripts/execution-tracker.py" --brand {slug} --action get-history` to get logged executions — completed deliverables, launches, and tasks — then derive pending / overdue status in analysis
5. **Check budget pacing per brand**: For each brand, compare actual spend-to-date against planned spend for the current period — calculate pacing percentage and project end-of-period spend at current run rate
6. **Calculate per-client health score**: Apply the RAG scoring formula from `skills/context-engine/agency-operations-guide.md`:
   - Green